Sawyer Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$124,876,998
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
45
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
45
Average account size
$2,775,044
About
Sawyer Capital Management provides discretionary investment management and financial planning for individuals (including high net worth clients), trusts, charitable organizations, small businesses, and qualified retirement plans. The firm also offers retirement-plan consulting and participant education, and provides broader financial advice on tax, estate, insurance, and cash‑flow matters.
The firm’s investment approach is grounded in Modern Portfolio Theory and a long‑term, buy‑and‑hold posture, favoring passively managed, asset‑class mutual funds—predominantly funds from Dimensional Fund Advisors—and selective ETFs. SCM uses portfolio modeling and Monte Carlo analysis to develop written investment policy statements, monitors allocations for rebalancing, and will retain individual equities in limited cases where tax or personal considerations warrant.
What sets the firm apart from many peers is its work with pension and profit‑sharing plans and its pension consulting services, including participant‑directed plan advisory and assistance in selecting plan investment lineups. The firm also coordinates plan services with Focus Partners Advisor Solutions (which may exercise discretionary authority over plan investments) and has a succession agreement with Focus Financial Partners, arrangements that expand its institutional support relative to a typical independent advisory practice.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Business sale tax planning
Fee options
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001+: 0.35%
Account minimum: $250,000
Main office location
Sawyer Capital Management
Wildwood MO, United States
Number of offices
1
Most active in
Sawyer Capital Management has reported serving >5 clients in these states in the last 12 months.
Louisiana · Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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